Guess what? We’ve been busy since tax season ended making things more efficient so we can better serve our clients. We’ve upgraded our practice management to Karbon. Karbon allows us to do a number of things we couldn’t do before, but what we’re really excited about is how it allows us to communicate with our clients more efficiently.
In the coming months, you may see us ask you questions or for statements through Karbon. They will come to you in an email as “Client Tasks”. To demonstrate how this works I’ve made a quick tutorial on how this works.
We’re looking forward to working with you in this new system that we’re sure will make things easier in getting us information. Please leave a comment or shoot us a message if you have any questions!